UpTrader Forex CRM is a sophisticated solution designed specifically for Forex brokers to manage client relations effectively. It encompasses a comprehensive back office, a user-friendly trader’s room, and advanced copy trading software. Recognizing the fast-paced nature of the financial services market, the system is engineered for rapid deployment, integrating with popular trading platforms like MetaTrader 4 or 5, or any other trading platform, typically within a single day. This swift integration allows brokers to quickly enhance their operational capabilities. The CRM empowers brokers to maintain stringent control over their sales processes, foster improved communication between their teams, traders, and affiliates, efficiently track and manage withdrawal requests, and provide prompt technical assistance to clients. UpTrader Forex CRM is fully customizable and can be branded to align with a broker's corporate identity, ensuring a seamless and professional client experience. It supports various critical functions including client registration and KYC, deposit and withdrawal management, bonus programs, partnership reward systems, and detailed sales analytics, all designed to optimize a brokerage's workflow and client engagement.

Features & Benefits

• Rapid Integration & Customization
  • Integrates swiftly with MT4, MT5, and other trading platforms, typically within one day. The system is fully customizable and can be white-labeled to match corporate branding.
  • Integrates with any Forex trading platform
  • Full White Label branding
  • Custom Development options available
• Forex CRM Admin Back Office
  • Provides the highest level of business management, allowing brokers to customize all aspects of the CRM, including payment system APIs, account types, trading platform integrations, staff management, and Introducing Broker (IB) reward structures.
  • Manage deposit/withdrawal methods
  • Configure wallet settings
  • Set up trading account parameters and agreements
  • Manage partnership program settings and rewards
  • Control bonus programs and personal bonuses
  • Publish technical analysis, economic calendar, and news
  • Manage client status system settings
• Forex Back Office
  • Designed for quick management of company business processes, enabling staff to monitor client activity, control deposits and withdrawals, oversee KYC procedures, and launch marketing campaigns.
  • Manage client/partner registration and KYC
  • Process deposit/withdrawal requests with notifications
  • Oversee partnership programs and rewards
  • Manage bonus campaigns (Welcome, Deposit, Monthly Interest, Custom)
  • Access dashboards and charts for management
• Trader’s Room
  • A client-facing portal designed for ease of use, allowing clients to quickly manage their trading accounts and personal data, facilitating a smoother journey from registration to deposit.
  • Streamlined registration and instant KYC verification
  • Flexible deposit/withdrawal options via various payment systems
  • Non-trading wallet for fund management across accounts
  • Easy account management (opening, settings, history)
  • Access to daily technical/fundamental analysis, economic calendar, and news
  • Client status system with associated benefits
• Sales Module
  • A convenient client distribution and multifunctional sales management system for Forex brokers, enabling detailed analysis of sales managers' and department performance.
  • Comprehensive customer profiles with detailed feeds, notes, and logs
  • Manager hierarchy and client distribution based on geography/deposit amounts
  • Detailed analytics on sales department activities, planned deposits, and sales percentages
  • Tags and filters for client categorization and targeted offers (e.g., swap-free accounts)
  • Task management for prioritizing workload and planning interactions
  • Quick calls directly from client lists
  • Manual allocation of individual bonuses by managers
  • Lead quality estimation to flag promising or fake registrations
• Forex Affiliates (Introducing Broker) Section
  • Facilitates the development of a global IB network by providing transparent data, automated calculations, and full data availability for partners.
  • Overview of clients' money from reports and dashboards
  • Access to Excel reports detailing trading volumes and IB rewards
  • Promo banner tools for attracting new clients
  • Comprehensive list of clients with trading details and activity
  • Dashboard with charts showing monthly IB efficiency
  • Transparent view of partnership rewards
• White Label Social Trading Platform
  • Combines the principles of PAMM, MAM, and Social Trading, ensuring precise execution and reporting, with results split accurately among investors.
  • PAMM module: Manager trades in a common account, investors monitor transactions
  • Social trading/Copy trading platform: Trader operates with personal funds, transactions copied to investor accounts
  • Aggregated ratings for checking different traders' performance